Robert TaylorCRD Number: 4447223
Current Firm: Global View Capital Management, Ltd
Robert Taylor (CRD# 4447223) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Global View Capital Management, Ltd.||Waukesha, WI||Jun 2014 - Current||2|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Jun 2014 - Current||2|
|Rt Carolina, LLC||Winston Salem, NC||Aug 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Winston Salem, NC||Jan 2012 - Jun 2014||2|
|Wfg||Winston Salem, NC||Jan 2001 - Jun 2014||13|
|Guilford County Nc Schools||Greensboro, NC||Sep 2009 - Feb 2012||2|
|Winston-salem/forsyth County Schools||Winston-salem, NC||Sep 2009 - Feb 2012||2|
|Investment Advisors International, Inc.||Winston Salem, NC||Aug 2009 - Jan 2012||2|
|World Group Securities, Inc.||Winston Salem, NC||Apr 2002 - Jan 2012||9|
|Triad Water Conditioning, Inc.||Kernersville, NC||May 2008 - Mar 2009||< 1|
|Kile Shebesta, Inc.||Montclare, CA||Jul 2005 - Dec 2008||3|
|American Residential Mortgage||Pomona, CA||Feb 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management257MILLIONS
Total Number of Accounts6,000ACCOUNTS
Average Account Value$42,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.